|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$211M
|
+$52.4M
|
+3,554,073
|
+33%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$152M
|
+$13.5M
|
+915,237
|
+10%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$102M
|
-$22.6M
|
-1,533,180
|
-18%
|
|
|
4
|
Asset Advisors Corp
Augusta,
Georgia
|
$64M
|
+$1.1M
|
+74,541
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
+$1.8M
|
+121,944
|
+6%
|
|
|
6
|
Madison Investment Holdings
Madison,
Wisconsin
|
$30.5M
|
+$786K
|
+53,295
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$29.7M
|
-$8.96M
|
-607,860
|
-23%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29M
|
-$4.1M
|
-278,307
|
-12%
|
|
|
9
|
Spectrum Management Group
Indianapolis,
Indiana
|
$25.8M
|
+$47.3K
|
+3,210
|
+0.2%
|
|
|
10
|
Homrich & Berg
Atlanta,
Georgia
|
$20.1M
|
-$905K
|
-61,365
|
-4%
|
|
|
11
|
Summit Asset Management
Memphis,
Tennessee
|
$19.7M
|
+$354
|
+24
|
+0%
|
|
|
12
|
|
$19.3M
|
+$18.9M
|
+1,284,924
|
+8,500%
|
|
|
13
|
Opus Investment Management
Worcester,
Massachusetts
|
$17.5M
|
–
|
–
|
–
|
|
|
14
|
|
$16.7M
|
-$678K
|
-46,026
|
-4%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.7M
|
+$2.81M
|
+190,482
|
+20%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$5.66M
|
+383,901
|
+54%
|
|
|
17
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$15.2M
|
+$2.84M
|
+192,933
|
+23%
|
|
|
18
|
|
$14.2M
|
-$1.15M
|
-77,688
|
-8%
|
|
|
19
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$11.3M
|
-$256K
|
-17,385
|
-2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$11M
|
+$601K
|
+40,758
|
+6%
|
|
|
21
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$10.3M
|
+$5.26M
|
+356,730
|
+107%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$10.2M
|
+$677K
|
+45,924
|
+7%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$9.98M
|
-$5.66M
|
-384,084
|
-36%
|
|
|
24
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$9.82M
|
+$815K
|
+55,314
|
+9%
|
|
|
25
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$9.72M
|
+$94.1K
|
+6,381
|
+1%
|
|
